Smartleaf Asset Management’s Unilever UL Stock Holding History

Smartleaf Asset Management’s Portfolio UL Stock Details UL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.21M	Hold	19,734	–	–	0.04%	375
2026 Q1	$1.18M	Buy	19,734 +3,455	+21%	+$232K	0.04%	366
2025 Q4	$1.07M	Buy	16,279 +158	+1%	+$10.6K	0.04%	363
2025 Q3	$1.07M	Buy	16,121 +3,686	+30%	+$254K	0.07%	307
2025 Q2	$852K	Buy	12,435 +1,025	+9%	+$71.9K	0.08%	282
2025 Q1	$760K	Buy	11,410 +899	+9%	+$58K	0.07%	279
2024 Q4	$671K	Buy	10,511 +7,612	+263%	+$514K	0.07%	279
2024 Q3	$213K	Buy	2,899 +2,088	+257%	+$144K	0.03%	476
2024 Q2	$50.5K	Buy	811 +569	+235%	+$33.6K	0.01%	738
2024 Q1	$13.6K	Buy	242 +44	+22%	+$2.44K	﹤0.01%	928
2023 Q4	$10.8K	Buy	+198	New	+$10.7K	﹤0.01%	758

Other funds holding UL

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Smartleaf Asset Management's UL Position: Q2 2026 in Review

Smartleaf Asset Management held its Unilever (UL) position steady in Q2 2026 at 19,734 shares worth $1.21M. The position accounts for 0.04% of the portfolio, ranked #375.

Smartleaf Asset Management first reported a position in UL in Q4 2023 and has held it in 11 quarters since. 1,193 funds tracked by Wall St. Rank hold UL as of Q2 2026.

Smartleaf Asset Management held 19,734 shares of Unilever worth $1.21M as of Q2 2026.
Smartleaf Asset Management left its Unilever share count unchanged in Q2 2026.
Unilever made up 0.04% of Smartleaf Asset Management's portfolio in Q2 2026, its #375 holding.
Smartleaf Asset Management first reported a position in Unilever in Q4 2023 and has held it in 11 quarters since.
1,193 funds tracked by Wall St. Rank held Unilever as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.